US EditionDemand for China's lithium batteries will slump in early 2026, car association head says
Domestic electric vehicle sales in China will fall at least 30% early 2026 as tax incentives end and exports to the U.S. drop 9.5%, industry leaders say.
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Demand for China's lithium batteries will slump in early 2026, car association head says
Demand for Chinese lithium batteries will likely slump in early 2026 due to an expected tumble in domestic electric vehicle sales and slowing battery exports, the secretary general of China's passenger car association said on Sunday.
Demand for China's lithium batteries will slump in early 2026: Car association head
China Lithium Batteries: China's electric vehicle sales are projected to drop significantly in early 2026, leading to a sharp decline in lithium battery demand, according to the passenger car association. Key insights include the impact of phasing out tax incentives and reduced exports to major markets like the US.
The demand for Chinese lithium batteries is likely to plummet in early 2026 due to the expected fall in sales of electric vehicles and the slowdown in battery exports, said the general secretary of the Chinese automobile association on Sunday. “The demand for batteries for new energies will fall dramatically from this year’s end, so battery manufacturers should cut production and take a break to cope with fluctuations,” said Cui Dongshu, general…
The Chinese Automobile Association indicated that demand for Chinese lithium batteries is likely to plummet in early 2026, so it recommended manufacturers to take this situation more cautiously. “The demand for batteries for new energies will fall dramatically starting at the end of this year, so battery manufacturers should cut production and take a break to cope with fluctuations,” said Cui Dongshu, secretary general of the industry agency, in…
China's lithium battery industry faces significant challenges in early 2026 due to a weakening domestic electric vehicle market and slowing export growth, which could force manufacturers to cut production, Portfolio wrote.
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